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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
-0.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$13.1B
AUM Growth
-$165M
Cap. Flow
+$94.1M
Cap. Flow %
0.72%
Top 10 Hldgs %
32.19%
Holding
1,135
New
89
Increased
522
Reduced
396
Closed
59

Top Buys

Rank Stock Value
1
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$261M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$36.5M
3
FSCC
Federated Hermes MDT Small Cap Core ETF
FSCC
+$17.9M
4
SO icon
Southern Company
SO
+$14.4M
5
SPGI icon
S&P Global
SPGI
+$8.03M

Top Sells

Rank Stock Value
1
SNV
Synovus
SNV
+$266M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$50.4M
3
GPN icon
Global Payments
GPN
+$36.3M
4
KO icon
Coca-Cola
KO
+$14.8M
5
MU icon
Micron Technology
MU
+$9.11M

Sector Composition

Rank Sector Weight
1 Miscellaneous 42.75%
2 Technology 11.84%
3 Financials 10.39%
4 Industrials 8.76%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYX icon
401
Paychex
PAYX
$45B
$2.82M 0.02%
30,660
+633
+2% +$62.6K
CCEP icon
402
Coca-Cola Europacific Partners
CCEP
$47.4B
$2.8M 0.02%
30,837
+207
+0.7% +$19.9K
XLRE icon
403
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.41B
$2.72M 0.02%
66,624
-1,744
-3% -$73.1K
FDVV icon
404
Fidelity High Dividend ETF
FDVV
$10.4B
$2.7M 0.02%
48,897
+2,224
+5% +$128K
IWV icon
405
iShares Russell 3000 ETF
IWV
$20.4B
$2.69M 0.02%
7,269
+595
+9% +$230K
ENSG icon
406
The Ensign Group
ENSG
$10.1B
$2.67M 0.02%
13,249
+845
+7% +$165K
RIO icon
407
Rio Tinto
RIO
$170B
$2.66M 0.02%
28,535
+148
+0.5% +$13.5K
SUNB
408
Sunbelt Rentals Holdings
SUNB
$30.2B
$2.65M 0.02%
+40,846
New +$2.87M
ALC icon
409
Alcon
ALC
$34.9B
$2.65M 0.02%
35,207
-17,122
-33% -$1.37M
QLYS icon
410
Qualys
QLYS
$6.52B
$2.64M 0.02%
30,042
+6,376
+27% +$707K
CIBR icon
411
First Trust NASDAQ Cybersecurity ETF
CIBR
$16B
$2.63M 0.02%
41,970
+15,104
+56% +$1.01M
VSTM icon
412
Verastem
VSTM
$668M
$2.62M 0.02%
495,266
+104,742
+27% +$646K
WZRD
413
Opportunistic Trader ETF
WZRD
$425K
$2.62M 0.02%
145,000
+25,000
+21% +$446K
MGK icon
414
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$2.62M 0.02%
35,625
-560
-2% -$44K
EW icon
415
Edwards Lifesciences
EW
$51.8B
$2.61M 0.02%
32,651
-840
-3% -$69.3K
FLOT icon
416
iShares Floating Rate Bond ETF
FLOT
$10.6B
$2.59M 0.02%
50,779
+14,210
+39% +$724K
FDX icon
417
FedEx
FDX
$78.4B
$2.58M 0.02%
7,250
+46
+0.6% +$16K
NPO icon
418
Enpro
NPO
$6.53B
$2.54M 0.02%
10,135
+532
+6% +$133K
SAP icon
419
SAP
SAP
$255B
$2.54M 0.02%
14,810
-732
-5% -$151K
DLN icon
420
WisdomTree US LargeCap Dividend Fund
DLN
$6.35B
$2.51M 0.02%
28,093
+864
+3% +$78.5K
NOBL icon
421
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$2.46M 0.02%
46,392
-566
-1% -$31K
SBRA icon
422
Sabra Healthcare REIT
SBRA
$5.29B
$2.42M 0.02%
126,071
+4
+0% +$79
IBTH icon
423
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.34B
$2.41M 0.02%
107,299
+356
+0.3% +$8K
HDV
424
iShares Core High Dividend ETF
HDV
$15.2B
$2.38M 0.02%
87,710
-2,935
-3% -$78.1K
BBY icon
425
Best Buy
BBY
$17.6B
$2.38M 0.02%
37,086
+1,686
+5% +$111K
15 16
17
18 19

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Pinnacle Financial Partners (Georgia)'s Q1 2026 Portfolio in Review

As of Q1 2026, Pinnacle Financial Partners (Georgia) held 1,135 positions worth $13.1B, down 1.2% from $13.2B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Pinnacle Financial Partners (Georgia)'s Q1 2026 filing shows 89 new, 522 increased, 396 reduced and 59 closed positions. Its largest new stake was Campbell Soup: 145,200 shares worth $3.23M. The largest sale was Synovus, an estimated $266M.

By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, up from 42% a quarter earlier, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q1 2026 buy was Campbell Soup: 145,200 shares worth $3.23M.
  • Pinnacle Financial Partners (Georgia) added most to Pinnacle Financial Partners Inc in Q1 2026, an estimated $261M increase.
  • Pinnacle Financial Partners (Georgia)'s biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $50.4M.
  • Pinnacle Financial Partners (Georgia) fully exited Synovus in Q1 2026, selling an estimated $266M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 32% of its $13.1B portfolio in Q1 2026.
  • Pinnacle Financial Partners (Georgia) opened 89 new positions and closed 59 in Q1 2026.
  • Pinnacle Financial Partners (Georgia)'s portfolio value fell 1.2% quarter-over-quarter to $13.1B.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q1 2026, filed 14 May 2026.